Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 1701 | $241,877 | 1,760 | 0.00 | 0.00 | 45 | 2.62 | 03-31-2024 |
MARBLE HARBOR INVESTMENT COUNSEL LLC | COM | 1702 | $224,753 | 1,750 | 0.00 | 1,750 | +Inf | 12-31-2023 | |
IHT WEALTH MANAGEMENT LLC | COM | 1703 | $240,105 | 1,747 | 0.00 | 0.00 | -67 | -3.69 | 03-31-2024 |
SEVEN MILE ADVISORY | Stock | 1704 | $238,991 | 1,739 | 0.00 | 0.00 | 31 | 1.81 | 03-31-2024 |